Investors' Soapbox AM

Current Favorites in Electrical Equipment

Credit Suisse likes ABB most and favors ADT, GE and Ingersoll-Rand.

March 27, 2013

Credit Suisse

We attended ABB's Discrete Automation & Motion analyst meeting in Florida on March 25, and came away with three main points: 1) short-cycle demand is soft; 2) Solutions capabilities are increasingly important in electrical equipment; and 3) ABB is now a much bigger competitive threat today to U.S. electrical equipment companies in their home market.